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Excess Lines Account Manager

Excess Lines Account Manager 


Who are we?

AP Intego’s mission is simple but powerful: to provide small businesses peace of mind so they can pursue their dreams. We believe that insurance should be something that hums along in the background, providing security for businesses while freeing them to do their own thing—whatever that thing may be.


How do we do this? Equal parts creativity and tech, a dash of chutzpah, and our secret ingredient: fierce customer focus. Every day, our customers blow us away with their energy, imagination, and innovation, and inspire us to be as great as they are. We couldn’t ask for a more vital or vibrant community to serve, and we’re extremely proud to play a part in so many amazing small business journeys.


With a mission like ours, run-of-the-mill thinking doesn’t cut it. As we’re pushing the boundaries of the insurance industry, we’re looking for people who aren’t afraid to imagine new ways of doing things or to try something that’s never been tried before. That’s why we foster a company culture where we support and empower each other to be creative, innovative, and boldly collaborative. We don’t care who or where a good idea comes from, we just want to give everyone the freedom and tools they need to be great at what they do. Our offices buzz with the energy of a company that’s experiencing tremendous growth—and we’re just getting started.



AP Intego Insurance Group — one of the fastest growing insurance technology companies in the country — is looking for an innovative, bright, motivated and hard-working individual to join our team to help us accomplish our mission of combining insurance know-how, innovative technology and world-class service to delight our customers. We are committed to providing our employees great pay & benefits, and a chance to contribute meaningfully to a growing company in an exciting industry.


Here’s what you’ll do day to day:

  • Assist with the marketing efforts of new business and renewal accounts by preparing insurance submissions which will include applications, loss runs and any other pertinent information on the account.
  • Submit the insurance submission to the insurance carriers for quoting via email and online rating. Follow up with carriers on quotations of the submissions.
  • Develop relationships with insurance carriers. Develop in-depth knowledge of different insurance products offered by insurance carriers – rating plans and programs, particularly work comp loss sensitive plans. Contact carriers as necessary to discuss issues and problems as directed by Marketing Team Leader.
  • Negotiate the pricing and coverage options on renewal accounts.
  • Maintain open communication during difficult insurance carrier issues at the direction of the Marketing Team Leader/Profit Center Leader.
  • Prepare insurance proposals reflecting coverage and premiums to submit to clients and prospects as directed by the Marketing Team Leader.
  • Transfer new business and renewals to assigned CSR once the account has been bound with the insurance carriers.
  • Assist the Marketing Team Leader with tracking all new business and renewal activity.
  • Assist the Marketing Team Leader with the organization of all marketing materials of insurance carriers as a resource for the agency.
  • Update Marketing Log.
  • Maintain a strong sense of urgency for accomplishment of tasks and deadlines.
  • Maintain and develop strong computer skills including Excel, Word, and the agency management system
  • Maintain favorable relationships with coworkers and insurance company contacts.
  • Perform other duties as assigned.

Here’s what we are looking for:

  • 3-5 year Commercial Insurance experience 
  • Commercial Lines & Excess Lines Experience Highly Preferred
  • Some Knowledge of Carriers and Market Preferred
  • Interpersonal skills, outgoing and strong in relationship building
  • Strong verbal and written communications skills.
  • Driven and competitive personality
  • High level of reliability and dependability.
  • Able to deal with tasks in an organized and prioritized manner.
  • BA/BS required
  • Proficient with MS Office Suite, especially Outlook, Word, Excel



While we firmly believe that culture trumps perks, we are proud to provide a comprehensive benefits package designed to meet your needs:

  • Competitive compensation
  • 10 company-paid holidays
  • Medical, Dental, and Vision insurance
  • Health Savings Account (depending upon your medical plan selection)
  • Basic Term Life insurance
  • Short and Long-Term Disability insurance
  • 401k plan, with matching contributions
  • Employee Assistance Program (EAP)
  • Voluntary supplemental insurance

About AP Intego

We are well on our way to being a leading agency for small commercial insurance. We’re a fast-growing insurance tech company trying to dramatically simplify and improve how small businesses get and manage their insurance. We have over 75,000 customers and we’re profitable—something many insurtechs only dream about. Founded in 2006, AP Intego has offices in Waltham, MA, Rochester, NY and Denver, CO.

Equal Opportunity Employer

AP Intego Insurance Group LLC is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.


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